19 institutions reported holding $59.8M of RBB FD INC (RBIL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Rock Creek Group, LP ($45.2M), Legacy CG, LLC ($3.6M), ENVESTNET ASSET MANAGEMENT INC ($1.8M), Cambridge Investment Research Advisors, Inc. ($1.5M), 3EDGE Asset Management, LP ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Rock Creek Group, LP | $45.2M | 906,956 | Added |
| 2 | Legacy CG, LLC | $3.6M | 72,942 | New |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 36,285 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.5M | 29,358 | New |
| 5 | 3EDGE Asset Management, LP | $1.5M | 29,153 | New |
| 6 | Heck Capital Advisors, LLC | $1.4M | 29,043 | Added |
| 7 | Fermata Advisors, LLC | $1.1M | 22,129 | New |
| 8 | Crew Capital Management, Ltd | $764,395 | 15,322 | Trimmed |
| 9 | Private Advisor Group, LLC | $663,548 | 13,300 | New |
| 10 | Fortune Financial Advisors, LLC | $511,124 | 10,245 | New |
| 11 | Formidable Asset Management, LLC | $476,361 | 9,512 | Added |
| 12 | BYRNE FINANCIAL FREEDOM, LLC | $359,208 | 7,200 | New |
| 13 | Royal Fund Management, LLC | $214,769 | 4,304 | New |
| 14 | Spinnaker Investment Group, LLC | $209,633 | 4,202 | Added |
| 15 | Central Pacific Bank - Trust Division | $207,543 | 4,160 | Hold |
| 16 | Founders Financial Alliance, LLC | $149,820 | 3,003 | New |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $99,431 | 1,993 | Hold |
| 18 | AE Wealth Management LLC | $948 | 19 | Hold |
| 19 | Realta Investment Advisors | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30